Charles Schwab’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.5M | Buy |
763,501
+23,012
| +3% | +$1.25M | 0.01% | 1213 |
|
|
2025
Q1 | $43.8M | Buy |
740,489
+17,206
| +2% | +$1.02M | 0.01% | 1165 |
|
|
2024
Q4 | $46.3M | Buy |
723,283
+13,364
| +2% | +$856K | 0.01% | 1183 |
|
|
2024
Q3 | $51.1M | Buy |
709,919
+66,625
| +10% | +$4.8M | 0.01% | 1108 |
|
|
2024
Q2 | $38.6M | Buy |
643,294
+13,326
| +2% | +$800K | 0.01% | 1253 |
|
|
2024
Q1 | $42M | Sell |
629,968
-276,954
| -31% | -$18.5M | 0.01% | 1148 |
|
|
2023
Q4 | $63.9M | Buy |
906,922
+51,618
| +6% | +$3.64M | 0.02% | 805 |
|
|
2023
Q3 | $44.8M | Buy |
855,304
+484,560
| +131% | +$25.4M | 0.01% | 949 |
|
|
2023
Q2 | $18.8M | Buy |
370,744
+4,328
| +1% | +$219K | 0.01% | 1543 |
|
|
2023
Q1 | $19M | Buy |
366,416
+27,725
| +8% | +$1.44M | 0.01% | 1512 |
|
|
2022
Q4 | $18.6M | Buy |
+338,691
| New | +$18.6M | 0.01% | 1497 |
|